Setting up your Captable

Learn how to set up your captable and make it accessible for investors.

Kate Shevtsova avatar
Written by Kate Shevtsova
Updated over a week ago

Sharing your captable is probably one of investory.io's most useful functions.

Why?

Transparent communication of share distribution gives you as founder credibility and trustworthiness.

Setting up your Captable is a simple two-step process - creating a new round and assigning the shareholders.

New Funding Round
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To visualize your new investment round, you simply click on New Round and populate the round information.

Adding Shareholder

Once a round has been created, you can add in your Shareholders and any special Share Classes.

The Captable rounds will appear in order of closing date with the latest round being first.

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